Dana Robinson Email and Phone Number

• Universal is responsible for meeting with customers and prospects both in person and on the phone to determine their banking and financial solutions goals and needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. • Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions• Achieves required levels of outbound phone calls using… Show more • Universal is responsible for meeting with customers and prospects both in person and on the phone to determine their banking and financial solutions goals and needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. • Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions• Achieves required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations to acquire new customer relationships and to expand existing customer relationships• Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types• Educates customers on emerging technology and digital solutions such as mobile, online and ATM offerings, all designed to make banking easier• Provides a consistent optimal customer experience, including handling customer’s transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want• Owns and resolves customer issues• Refers customers to an internal team of experts when complex financial goals and needs are recognized• Ensures safe and sound banking practices including adherence to all applicable laws and regulations Show less